Welcome to Planned Giving
Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
There are a variety of ways to plan for your family and loved ones with a will or living trust. View presentations on wills and estate planning considerations.
MORE View a personalized web presentation that shows the income and tax benefit of setting up a gift plan using your assets and property values.
MORE A gift annuity provides you with high fixed payouts that are partly tax-free, plus a charitable tax deduction.
See for yourself Gift plans have wonderful benefits for donors, including increased income and generous tax savings.
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